本报告导读:2024 年业绩符合预期,2024H2 环比显著提速,各业务毛利率均改善;2025 年展望乐观,预计分红率维持高水平。投资要点:投资建议:考 虑到公司 2025年订单能见度高、展望乐观,我们上调2025 年、新增2027 年归母净利润分别为2.35/2.77/3.22 亿美元(调整前2025 年为2.34 亿美元),对应PE 分别为8X/7X/6X,维持 “增持”评级。2024 年业绩...
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